Bcache

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Revision as of 22:21, 7 January 2014 by Justin8 (Talk | contribs) (Removed reference to the now defunct bcache_udev hook as v1.0.5 is on AUR)

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Introduction

Bcache allows one to use an SSD as a read/write cache (in writeback mode) or read cache (writethrough or writearound) for another blockdevice (generally a rotating HDD or array). This article will show how to install arch using Bcache as the root partition. For an intro to bcache itself, see the bcache homepage. Be sure to read and reference the bcache manual. Bcache is in the mainline kernel since 3.10. The kernel on the arch install disk includes the bcache module since 2013.08.01.

An alternative to Bcache is Facebook's Flashcache.

Bcache needs the backing device to be formatted as a bcache block device. In most cases, blocks to-bcache can do an in-place conversion.

Warning: Be sure you back up any important data first.

Setting up a bcache device on an existing system

1. Install the bcache-toolsAUR package from AUR.

2. Create a backing device (This will typically be your mechanical drive). The backing device can be a whole device, a partition or any other standard block device. This will create /dev/bcache0

   # make-bcache -B /dev/sdx1

3. Create a cache device (This will typically be your SSD). The cache device can be a whole device, a partition or any other standard block device

   # make-bcache -C /dev/sdx1

4. Register the cache device against your backing device. We need to find the UUID of your cache device and then add it to the bcache device initially. Udev rules will take care of this on reboot and will only need to be done once.

   # cd /sys/fs/bcache
   # ls
   # echo "UUID" > /sys/block/bcache0/bcache/attach

5. Change your cache mode (if you want to cache writes as well as reads):

   # echo writeback > /sys/block/bcache0/bcache/cache_mode

6. If you want to have this partition available during the initcpio (i.e. you require it at some point in the boot process) you need to add 'bcache' to your modules array in /etc/mkinitcpio.conf as well as adding the 'bcache' hook in your list between block and filesystem.


Installation to a bcache device

1. Boot on the install disk (2013.08.01 minimum).

2. Install the bcache-toolsAUR package from AUR.

3. Partition your hdd

Note: While it may be true that Grub2 does not offer support for bcache as noted below, it does, however, fully support UEFI. It follows then, that so long as the necessary modules for the linux kernel to properly handle your boot device are either compiled into the kernel or are included in an initramfs, and you can include these files on it, the separate boot partition described below may be omitted in favor of the FAT EFI system partition. See GRUB and/or UEFI for more.

grub can't handle bcache, so you'll need at least 2 partitions (boot and one for the bcache backing device). If you're doing UEFI, you'll need an EFI System Partition (ESP) as well. E.g.:

     1            2048           22527   10.0 MiB    EF00  EFI System
     2           22528          432127   200.0 MiB   8300  arch_boot
     3          432128       625142414   297.9 GiB   8300  bcache_backing
Note: This example has no swapfile/partition. For a swap partition on the cache, use LVM in step 7. For a swap partition outside the cache, be sure to make a swap partition now.

4. Configure your HDD as a bcache backing device.

# make-bcache -B /dev/sda3
Note:
  • When preparing any boot disk it is important to know the ramifications of any decision you may make. Please review and review again the documentation for your chosen boot-loader/-manager and consider seriously how it might relate to bcache.
  • If all associated disks are partitioned at once as below bcache will automatically attach "-B backing stores" to the "-C ssd cache" and step 6 is unnecessary.
# make-bcache -B /dev/sd? /dev/sd? -C /dev/sd?

5. Register any bcache devices with the kernel (this needs to done every bootup if you do not use the bcache hook in your mkinitcpio, unless you attach the bcache devices after boot has completed)

# for i in /dev/sd*; do echo $i; echo $i > /sys/fs/bcache/register_quiet; done

You now have a /dev/bcache0 device.

Note: the bcache user manual says to do echo /dev/sd* > /sys/fs/bcache/register_quiet, but this did not work for me.

6. Configure your SSD

Format the SSD as a caching device and link it to the backing device

# make-bcache -C /dev/sdb
# echo /dev/sdb > /sys/fs/bcache/register 
# echo UUID__from_previous_command > /sys/block/bcache0/bcache/attach
Note: If the UUID is forgotten, it can be found with ls /sys/fs/bcache/ after the cache device has been registered.

7. Format the bcache device. Use LVM or btrfs subvolumes if you want to divide up the /dev/bcache0 device how you like (ex for seperate /, /home, /var, etc):

# mkfs.btrfs /dev/bcache0
# mount /dev/bcache0 /mnt/
# btrfs subvolume create /mnt/root
# btrfs subvolume create /mnt/home
# umount /mnt

8. Prepare the installation mount point:

# mkfs.ext4 /dev/sda2
# mkfs.msdos /dev/sda1 (if your ESP is at least 500MB, use mkfs.vfat to make a FAT32 partition instead)
# pacman -S arch-install-scripts
# mount /dev/bcache0 -o subvol=root,compress=lzo /mnt/
# mkdir /mnt/boot /mnt/home
# mount /dev/bcache0 -o subvol=home,compress=lzo /mnt/home
# mount /dev/sda2 /mnt/boot
# mkdir /boot/efi
# mount /dev/sda1 /mnt/boot/efi/

9. Install the system as per the Installation Guide as normal except this:

Before you edit /etc/mkinitcpio.conf and run mkinitcpio -p linux:

  • install bcache-toolsAUR package from the AUR.
  • Edit /etc/mkinitcpio.conf:
    • add the "bcache" module
    • add the "bcache" hook between block and filesystem hooks

Configuring

There are many options that can be configured (such as cache mode, cache flush interval, sequential write heuristic, etc.) This is currently done by writing to files in /sys. See the bcache user documentation.

Changing the cache mode is done by echoing one of 'writethrough', 'writeback', 'writearound' or 'none' to /sys/block/bcache[0-9]/bcache/cache_mode.

Advanced operations

Resize backing device

It's possible to resize the backing device so long as you don't move the partition start. This process is described on the mailing list. Here is an example using btrfs volume directly on bcache0. For LVM containers or for other filesystems, procedure will differ.

Example of growing

In this example, I grow the filesystem by 4GB.

1. Reboot to a live CD/USB Drive (need not be bcache enabled) and use fdisk, gdisk, parted, or your other favorite tool to delete the backing partition and recreate it with the same start and a total size 4G larger.

Warning: Do not use a tool like GParted that might perform filesystem operations! It will not recognize the bcache partition and might overwrite part of it!!

2. Reboot to your normal install. Your filesystem will be currently mounted. That is fine. Issue the command to resize the partition to its maximum. For btrfs, that is

# btrfs filesystem resize max /

For ext3/4, that is:

# resize2fs /dev/bcache0

Example of shrinking

In this example, I shrink the filesystem by 4GB.

1. Disable writeback cache (switch to writethrough cache) and wait for the disk to flush.

# echo writethrough > /sys/block/bcache0/bcache/cache_mode
$ watch cat /sys/block/bcache0/bcache/state

wait until state reports "clean". This might take a while.

2. Shrink the mounted filesystem by something more than the desired amount, to ensure we don't accidentally clip it later. For btrfs, that is:

# btrfs filesystem resize -5G /

For ext3/4 you can use resize2fs, but only if the partition is unmounted

$ df -h /home
/dev/bcache0    290G   20G   270G   1% /home
# umount /home
# resize2fs /dev/bcache0 283G

3. Reboot to a LiveCD/USB drive (doesn't need to support bcache) and use fdisk, gdisk, parted, or your other favorite tool to delete the backing partition and recreate it with the same start and a total size 4G smaller.

Warning: Do not use a tool like GParted that might perform filesystem operations! It won't recognize the bcache partition and might overwrite part of it!!

4. Reboot to your normal install. Your filesystem will be currently mounted. That is fine. Issue the command to resize the partition to its maximum (that is, the size we shrunk the actual partition to in step 3). For btrfs, that is:

# btrfs filesystem resize max /

For ext3/4, that is:

# resize2fs /dev/bcache0

5. Re-enable writeback cache if you want that enabled:

# echo writeback > /sys/block/bcache0/bcache/cache_mode
Note: If you're very careful you can shrink the filesystem to the exact size in step 2 and avoid step 4. Be careful, though, many partition tools don't do exactly what you want, but instead adjust the requested partition start/end points to end on sector boundaries. This may be difficult to calculate ahead of time

Troubleshooting

/dev/bcache device doesn't exist on bootup

If you are sent to a busy box shell with an error:

ERROR: Unable to find root device 'UUID=b6b2d82b-f87e-44d5-bbc5-c51dd7aace15'.
You are being dropped to a recovery shell
    Type 'exit' to try and continue booting

This might happen if the backing device is configured for "writeback" mode (default is writearound). When in "writeback" mode, the /dev/bcache0 device is not started until the cache device is both registered and attached. Registering is something that needs to happen every bootup, but attaching should only have to be done once. I've sometime had to re-attach.

To continue booting, try one of the following:

  • Register both the backing device and the cacheing device
# echo /dev/sda3 > /sys/fs/bcache/register
# echo /dev/sdb > /sys/fs/bcache/register

If the /dev/bcache0 device now exists, type exit and continue booting. You will need to fix your initcpio to ensure devices are registered before mounting the root device.

Note:
  • An error of "sh: echo: write error: Invalid argument" means the device was already registered or is not recognized as either a bcache backing device or cache. If using the udev rule on boot it should only attempt to register a device if it finds a bcache superblock
  • This can also happen if using udev's 69-bcache.rules in Installation's step 7 and blkid and bcache-probe "disagree" due to rogue superblocks. See bcache's wiki for a possible explanation/resolution.
  • Re-attach the cache to the backing device:

If the cache device was registered, a folder with the UUID of the cache should exist in /sys/fs/bcache. Use that UUID when following the example below:

# ls /sys/fs/bcache/
b6b2d82b-f87e-44d5-bbc5-c51dd7aace15     register     register_quiet
# echo b6b2d82b-f87e-44d5-bbc5-c51dd7aace15 > /sys/block/sda/sda3/bcache/attach

If the /dev/bcache0 device now exists, type exit and continue booting. You should not have to do this again. If it persists, ask on the bcache mailing list.

Note: An error of sh: echo: write error: Invalid argument means the device was already attached. An error of sh: echo: write error: No such file or directory means the UUID is not a valid cache (make sure you typed it correctly).
  • Invalidate the cache and force the backing device to run without it. You might want to check some stats, such as "dirty_data" so you have some idea of how much data will be lost.
# cat /sys/block/sda/sda3/bcache/dirty_data
-3.9M

dirty data is data in the cache that has not been written to the backing device. If you force the backing device to run, this data will be lost, even if you later re-attach the cache.

# cat /sys/block/sda/sda3/bcache/running
0
# echo 1 > /sys/block/sda/sda3/bcache/running

The /dev/bcache0 device will now exist. Type exit and continue booting. You might want to unregister the cache device and run make-bcache again. An fsck on /dev/bcache0 would also be wise. See the bcache user documentation.

Warning: Only invalidate the cache if one of the two options above did not work.

/sys/fs/bcache/ doesn't exist

The kernel you booted is not bcache enabled.